Rhea Mehta

Evaluator
DISC Type : scd

Member at Wealth Management Workshop

Naperville, Illinois, United States

Overview

Rhea Mehta is an incoming Analyst at Northern Trust and a finance major at Indiana Universitys Kelley School of Business, specializing in wealth management. She has interned in hedge fund services and wealth management, gaining experience with tools like E Money and AssetMap while pursuing CFP, SIE, and Series 7 certifications.

Outside of her financial pursuits, Rhea has shown strong leadership as the Director of Recruitment for the Womens Financial Association, where she established a mentorship program. She also has a background as a swim instructor and lifeguard, promoting water safety for a wide range of age groups.

Unique fact: She has taught swimming to individuals ranging from one to 80 years old.

Personality Overview

Quality Focused

Thorough Evaluator

Fast But Analytical

They focus on the results, but can still be quite procedural and analytical about how to get there  They are not very likely to become strong advocates of your product or service They have a unique set of diverse traits where they are decisive and methodical but can sometimes be extra cautious and skeptical

Topics They Care About

Wealth Management
Her major specialization is in Wealth Management, she was a member of the Charles Schwab Wealth Management Workshop, and she interned in the field at Equitable.
Financial Planning
Gained hands-on experience with financial planning software like E Money and Salesforce during her wealth management internship, focusing on holistic financial solutions for clients.
Women in Finance
Served as Director of Recruitment and Membership for the Women's Financial Association, where she significantly increased membership and launched a mentorship program for underclassmen.

Media Appearances

Rhea has no verified media appearances

Work History

10-2023
Member at Wealth Management Workshop
6-2025 - 8-2025
Hedge Fund Services | MO Trade Processing at Northern Trust
12-2019 - 6-2025
Swim Instructor and Lifeguard at YMCA of the USA
8-2023 - 1-2025
Director of Recruitment and Membership at Women's Financial Association
5-2023 - 8-2023
Wealth Management Intern at Equitable

Education

8-2022 - 5-2026
Bachelor of Science from Indiana University - Kelley School of Business
8-2018 - 5-2022
High School Diploma from Neuqua Valley High School

More Information

Social Presence :

Prographics :

Exp : 5 Location : Naperville, Illinois, United States Job Level : N/A Designation : Member at Wealth Management Workshop
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Insights For Selling To Rhea

During A Call Or A Meeting

DO's

  • Help them see both - the ‘big picture’ impact and the ROI of the investment
  • Help them weigh the risks by sharing objective proof points instead of anecdotes and examples
  • Use phrases like ‘the ROI of this’, ‘X% more’ etc.

DONT's

  • Avoid inviting them for any social interactions until you have built some rapport with them
  • Avoid self-deprecating references or general informality, it could decrease their trust in you
  • Avoid too much small talk, just a few formal pleasantries should be fine

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Rhea is

  • ROI matters the most to them, followed by process and finally proof of results
  • Will you ever get a clear answer from Rhea

  • They might hesitate a little, but will go ahead and say no when necessary (or asked)

Insights For Deal Planning

    How fast (or slow) will Rhea move?

  • They are unlikely to move very fast, especially when it comes to new products or services
  • Can Rhea take some risk or not?

  • They have relatively low risk-appetite and are not very likely to go for something unproven and risky

You And Rhea

Personality Compatibility


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